How to add someone to a project in Perno Company

Adding colleagues to a project in Perno Company gives them access to the project and its non-private tasks. Except for account owners and company administrators, users normally see only tasks belonging to projects they have joined. Project membership and task assignment are managed separately, so you can first give someone access and then assign specific responsibilities.

How to add someone to a project in Perno Company

1. Open Perno Company

1. Log in to the Perno dashboard.

2. Open the Context menu in the top-right corner.

3. Select Perno Company

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2. Make sure the person is a colleague

The person must already belong to your Perno Company organization before you add them to a project.

To invite a new colleague:

1. Select Colleagues from the menu on the left.

2. Click Invite colleague.

3. Enter their email address in Email address.

4. Choose the appropriate role in Role.

5. Click Send invitation.

6. Wait for the person to accept the invitation.

An invitation awaiting acceptance appears with the status Invitation pending. If needed, click Resend invitation to send it again.

Only an account owner or company administrator can manage colleagues.

3. Find the project

1. Expand CRM in the menu on the left.

2. Select Projects.

3. Find the project you want to update.

You can narrow the list using the available filters:

Click Apply filters to apply your selection or Clear to reset it.

If you see No projects match these filters, clear the filters and check again. Users with restricted access may also need to be added to a project before it appears in their list.

4. Add a colleague to an existing project

1. Click Edit next to the relevant project.

2. In the Edit project form, find Members.

3. Start typing the person’s name or email address in Search colleagues by name or email.

4. Select the correct person from the search results.

5. Check that they appear as a selected member above the search field.

6. Repeat the search to add more colleagues.

7. Click Save project.

The selected colleagues can now access the project and its non-private tasks.

Click Cancel if you want to leave the form without saving your changes.

5. Add members when creating a project

You can also select members while creating a new project.

1. Go to CRM → Projects.

2. Click Create project.

3. Enter Project name, select Client, and choose Status.

4. Add a Project code and Description if needed.

5. In Members, search for colleagues by name or email and select them.

6. Click Save project.

Fields marked with an asterisk are required.

6. Assign tasks and reviewers

Adding someone to a project does not automatically assign tasks to them.

To assign an existing task:

1. Open Task management → Backlog or Board.

2. Open the relevant task.

3. Click the current assignee.

4. Select the colleague responsible for completing the task.

You can similarly click the reviewer field to select the person responsible for reviewing the work.

To create a task for the project, you can use Add task next to the project on the Projects page.

7. Understand permissions and private tasks

Project membership can be managed by:

• Account owners.

• Company administrators.

• Project managers.

• Sales managers.

Private tasks are visible only to their creator. Adding someone to a project, assigning them to a task or giving them an administrative role does not grant access to another person’s private task.